Steps for TRSL Retirement Application

The first step to retirement is to send a Letter of Intent to
retire to the President of the University and a copy to the Human
Resources Office. The next step is to fill out an application for
Service Retirement. It is each member's responsibility to see that
the
Application for
Service Retirement (Form 11A) and other related documents reach
the TRSL office.

A member may submit an application as early as six months before
the desired effective date or retirement. Processing of the
application and computation of benefits cannot begin until agency
certification, PIP certification, if applicable, sick leave
certification(s), and annual leave certification(s), if applicable,
are received from all employers. This information cannot be
submitted by a member's most recent employer until after the
member's last day of work.

Members should use the following checklist as a guide in gathering
the documents necessary for TRSL to process their retirement
applications:

A copy of the member's and beneficiary's Social Security
cards, as issued by the Social Security Administration.

A copy of the member's birth certificate. If a birth
certificate is not available, a church baptismal record
established during the first few years of life which shows the
date of birth is acceptable. If this is not available, at least
two of the following documents must be submitted: Social Security
Administration records verifying date of birth; passport;
notarized copy of a birth entry in a family Bible; state or
federal census records established near the date of birth;
marriage records that state age at time of marriage and the date
of the marriage; school enrollment records signed by the
principle of the school or the superintendent of schools; child's
birth certificate showing age of parents; military record (form
DD 214); or signed statement by the physician or midwife who
attended the birth.

If the documentation submitted is not sufficient, other records
may be requested.

A copy of the beneficiary's birth certificate or other
verification of birth, as required for the member above.

A copy of the spouse's birth certificate or other
verification of birth, as required for the member above.

If a member's spouse is deceased, the member should send a
copy of the death certificate.

If divorced or legally separated, the member should send a
copy of the divorce decree or judgment of separation, including
any community property settlement.

PIP certification form completed by the employer and the
Department of Education, if applicable.

Annual Leave
Certification (Form 11C) for eligible employees of state
agencies, colleges, universities, vocational-technical
institutes, and public school boards. It is the member's
responsibility to obtain the necessary annual leave
certification(s).